Describe How You Would Like To Be Introduced Via Email
This is Anthony Navarro with New York Life. He is a wealth management and risk management specialist. His focus is educating his clients and providing exceptional service and is frequently in communication. Please reach out to him. His Discovery meeting is by far the best foundation you could have to begin your countdown to retirement, or building protection for your family. He is a business owner and has a unique outlook for business owner to build and retain maximum growth for the owners.
What is your "why"? Why do you do what you do?
Crafting retirement plans, integrating protection solutions is critical to ensure that the vision you have of your future will come to pass. We have one opportunity to get retirement right. My name is on every policy and it must deliver as advertised.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you open to some ideas that could mitigate risk and guarantee your accounts wont lose value in a down market?
Are you open to some strategies that can provide 0% loans for personal and business use?
Are you looking for someone who loves to educate in a way that is easy to retain?
Unique Selling Proposition
Most advisors focus only on wealth management. I focus on wealth management and risk management to protect your family and business partners. I enjoy building businesses and being available for meetings that focus solely on building your business. I invest in you so you can focus on what you do best.
About me
I am a father. A former B.S.N.R.N. I have created and run 3 very successful companies. I created several products with some being trademarked, etc. Author of Stash to Cash 2023. Moved to Colorado in 1990 for nursing school.